Bridging the Confidence Gap

Putting your interests' first

We are an independently owned, fee based, wealth management firm and registered investment advisor located in Dallas, Texas with a 25 year history of successfully serving our clients financial needs. We know that making money and knowing what to do with it are two very different skills and that is why we exist as financial advisors; To help lift the burden of managing your wealth and to help guide you to a successful financial outcome in life.

Our Relationship With You

We seek to know and understand your financial situation and provide you with only quality information, services, and strategies to help you reach your goals. We strive to achieve this in a number of ways.

We constantly aim for the highest possible quality in the service, advice and investment management we offer our clients. Our passion to deliver superior service is why we have the privilege of serving some of the same client families for more than 25 years, one client at a time.

We combine specialized knowledge and our experience of a wide range of successful planning and investment strategies to produce innovative financial solutions. We are committed to finding the right solutions for our clients and can actively adapt to changing markets and client needs.

What A Client Experiences With Us

We help successful people, like you, achieve your ultimate financial goals...We are here to serve you.

Having confidence in your financial plan, a comfortable retirement, and giving you overall “financial peace of mind” in a world of confusing choices is our mission.

Success requires planning, commitment and teamwork. Your financial objectives and goals are the motivation for everything we do. Devising a financial strategy is a process that only can be accomplished one step at a time. We are committed to walking you through this process and being there with you every step of the way. Our team is dedicated to providing financial solutions that are designed to enhance the lives of our clients. We are there for our clients when important financial decisions need to be made so that they do not have to make those alone.

Our Financial Planning Process

Our Financial Planning Process

Your Financial Success

Your Financial Success

Let’s Get Started

We cultivate a culture of trust with open and honest communication and transparent compensation model that fits the level of service you want or need. Please feel free to contact us by filling out this simple form and we will contact you shortly.

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The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax
professionals for specific information regarding your individual situation. Some of this material was
developed and produced by Advisor Launchpad to provide information on a topic that may be of interest.
Advisor Launchpad is not affiliated with the named representative, broker-dealer, state- or SEC-registered
investment advisory firm. The opinions expressed and material provided are for general information, and
should not be considered a solicitation for the purchase or sale of any security.

Copyright 2018 Advisor Launchpad.

Capital Advisory Group, Inc. (“CAG”) is an SEC registered investment adviser located in Dallas, Texas. CAG and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which CAG maintains clients. CAG may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. CAG’sweb site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of CAG’s web site on the Internet should not be construed by any consumer and/or prospective client as CAG’ssolicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by CAG with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of CAG’s current written disclosure statement discussing CAG’s business operations, services, and fees is available from CAG upon written request. CAG does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to CAG web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.